CWP

Clark Wealth Partners Portfolio holdings

AUM $164M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$13.2M
3
+$13.1M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$13M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.13%
2 Consumer Discretionary 3.62%
3 Industrials 2.49%
4 Financials 2.36%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.53K ﹤0.01%
+6
402
$1.52K ﹤0.01%
+9
403
$1.5K ﹤0.01%
+21
404
$1.47K ﹤0.01%
+14
405
$1.46K ﹤0.01%
+4
406
$1.46K ﹤0.01%
+13
407
$1.44K ﹤0.01%
+3
408
$1.41K ﹤0.01%
+19
409
$1.4K ﹤0.01%
+26
410
$1.39K ﹤0.01%
+3
411
$1.39K ﹤0.01%
+22
412
$1.38K ﹤0.01%
+30
413
$1.37K ﹤0.01%
+47
414
$1.37K ﹤0.01%
+19
415
$1.36K ﹤0.01%
+6
416
$1.36K ﹤0.01%
+17
417
$1.35K ﹤0.01%
+24
418
$1.35K ﹤0.01%
+9
419
$1.34K ﹤0.01%
+3
420
$1.33K ﹤0.01%
+11
421
$1.33K ﹤0.01%
+13
422
$1.3K ﹤0.01%
+41
423
$1.3K ﹤0.01%
+20
424
$1.29K ﹤0.01%
+8
425
$1.28K ﹤0.01%
+11
15 16
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18 19